Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,671 | $95,975-32.6% | $74,549-13.3% | $135,379-52.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.87% | 56.96%-63.8pp | 32.53%-39.4pp | 519.79%-526.7pp |
| Employer contribution / active EE | $1,872 | $2,716-31.1% | $1,961-4.5% | $4,779-60.8% |
| Participant deferral / active EE | $4,411 | $3,844+14.8% | $3,108+41.9% | $5,609-21.4% |
| Admin fee / account holder | $464 | $6,522-92.9% | $5,059-90.8% | $10,828-95.7% |